Financial Coaching
Financial coaching sits at the heart of our Finli Money service.
Introducing Finli Money
As your financial needs evolve, so should the way you’re supported.
Finli Money is a financial coaching service designed to help you stay confident and in control of your finances in a way that’s simple, personal, and fits your life today.
A Finli Money Coach helps you make sense of your financial picture, adjust your goals when needed, and use the Finli Money tools to show how your decisions can shape your future.
With your Finli Money Coach and the digital tools available to you, you’ll be able to see your financial forecast in a clear, visual way and explore “what if” scenarios and see the impact instantly.
As life evolves, you can update your goals and understand what those changes mean for your lifestyle. And if your circumstances ever call for more complex financial advice, your coach can connect you with one of our financial planners for additional support.
Meet our Finli Money Coach
Adam MaguireFinli Money Coach
Adam is an accredited Coach who has worked in Finli for 5 years and within Financial Services for over 8 years.
He has a first-class honour degree in Finance, Investment and Risk and has achieved the level 4 Diploma in Financial Planning and Advanced Mortgage Certificate with the Chartered Insurance Institute.
He has been working in various roles across financial services including paraplanning, financial coaching, financial planning administration and customer services.
Adam wants to help clients feel more confident and positive with their finances, by building a financial plan tailored to them.
He is excited to work with clients and help them achieve their financial goals. His aim is to provide clients with clarity and produce financial plans based on their individual circumstances, he enjoys helping them to feel more comfortable about their financial future and providing high level suggestions to assist them at achieving their main financial goals and objectives.
Outside of work, Adam is a father to his son Callan who was born in September 2025. He enjoys going to the football, socialising with friends and exploring new destinations.
Adam is saving towards a home for his family and a trip to America for the World Cup in Summer 2026.
Have a question?
Our Finli Money team will be happy to help with any questions you have about the service. Simply fill in the form below and a member of the team will be in touch soon.
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